Simple Practice

Once you login to your account, please go through the tutorials to learn how to:

• Create a client

• Create an appointment

• Progress Notes vs. Chart Notes vs. Administrative Notes

Here's a link to Simple Practice's On-Demand Software Courses: LINK

Intake Documents

Before sending client paperwork, make sure you have everything included from the First Session Checklist

Service Codes

We will only use the same few service codes below:

• For intakes: 90791 Psychiatric Diagnostic Evaluation

• Standard individual sessions: 90834 (Sessions 43-52 minutes) OR 90837 (53+ Minutes)- Important to change if we are providing a superbill

• Couple or Family session: 90847

• Reiki 50-Minutes: 00002

Billing:

When you schedule with the client, make sure to input the correct fee. You may have to manually change this, as the default amount differs.

All clients are required to complete a credit card authorization form prior to intake

• To run payment go to "Add Payment" > Select "Stripe Credit Card" > Add Payment

• **Note: "Cash" or "Manual Credit Card" will not charge the client's card on file so make sure you have the correct selection**